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IVE
iShares S&P 500 Value ETF
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Holding IVE?
Track your performance easily
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IVE Holdings Information

IVE has a total of 439 holdings. The top 10 holdings account for 19.69%.
Holdings Count
439
Total Assets
33.87B
Top 10 Percentage
19.69%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium
439 Holdings as of Jul 19, 2024
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
BRK.B
Berkshire Hathaway B
3.93%
$1.32B
―
$936.56B
24.27%
3 Buy
0 Hold
0 Sell
Strong Buy
―
premium
JPM
JPMorgan Chase & Co.
3.01%
$1.01B
―
$602.42B
36.11%
16 Buy
6 Hold
0 Sell
Moderate Buy
―
premium
XOM
Exxon Mobil Corp.
2.60%
$874.47M
―
$520.68B
13.87%
13 Buy
6 Hold
0 Sell
Moderate Buy
―
premium
JNJ
Johnson & Johnson
1.86%
$625.25M
―
$372.29B
-6.75%
7 Buy
7 Hold
0 Sell
Moderate Buy
―
premium
UNH
Unitedhealth Group Inc.
1.61%
$541.79M
―
$520.32B
12.87%
20 Buy
0 Hold
0 Sell
Strong Buy
―
premium
WMT
Walmart Inc.
1.51%
$507.57M
―
$569.08B
35.12%
27 Buy
3 Hold
0 Sell
Strong Buy
―
premium
BAC
Bank of America
1.46%
$490.20M
―
$335.49B
35.29%
9 Buy
5 Hold
1 Sell
Moderate Buy
―
premium
CVX
Chevron
1.36%
$458.12M
―
$293.31B
2.45%
10 Buy
5 Hold
0 Sell
Moderate Buy
―
premium
PG
Procter & Gamble Company
1.21%
$406.11M
―
$396.41B
12.25%
9 Buy
2 Hold
0 Sell
Strong Buy
―
premium
HD
Home Depot
1.13%
$381.01M
―
$360.31B
14.70%
18 Buy
8 Hold
2 Sell
Moderate Buy
―
premium

Sector Breakdown

22.56%Financial18.04%Healthcare11.33%Industrials8.90%Technology8.23%Consumer Defensive7.02%Consumer Cyclical6.64%Energy5.08%Utilities4.38%Communication Services4.31%Real Estate3.23%Basic Materials0.17%General0.12%Consumer Goods22.56%Financial
Financial
22.56%
Healthcare
18.04%
Industrials
11.33%
Technology
8.90%
Consumer Defensive
8.23%
Consumer Cyclical
7.02%
Energy
6.64%
Utilities
5.08%
Communication Services
4.38%
Real Estate
4.31%
Basic Materials
3.23%
General
0.17%
Consumer Goods
0.12%

Countries Breakdown

99.88%United States0.12%United Kingdom99.88%United States
United States
99.88%
United Kingdom
0.12%

Breakdown By Smart Score

18.55%Outperform1020.02%Outperform912.75%Outperform825.53%Neutral711.28%Neutral64.29%Neutral53.95%Neutral42.00%Underperform31.23%Underperform20.40%Underperform18
The weighted average smart score of the IVE ETF is 8
10
18.55%
9
20.02%
8
12.75%
7
25.53%
6
11.28%
5
4.29%
4
3.95%
3
2.00%
2
1.23%
1
0.40%

IVE ETF FAQ

What are ETF IVE’s top 3 holdings?
IVE’s top 3 holdings are BRK.B, JPM, XOM.
    What is ETF IVE’s holdings count?
    ETF IVE’s is holdings 439 different assets.
      What are the total assets of ETF IVE?
      ETF IVE’s total assets are 33.87B.

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